Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bandwidth Inc.BAND · Entity 350 | President | December 31, 2022 | January 04, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Bandwidth Inc.
Report date December 31, 2022 · Filed January 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 8,725 |
Ending reported balance
After 2023-01-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-12-31 · Exercise / conversion · Acquired 2,164 · Balance 9,385 Row 2 · 2023-01-03 · Sale · Disposed 660 · Balance 8,725 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,674 |
Reported balance
After 2022-12-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-12-31 · Exercise / conversion · Disposed 919 · Balance 3,674 F2: Each Restricted Stock Unit represents a contingent right to receive one share of the Company's Class A Common Stock. F3: On January 3, 2022, the Reporting Person was granted 7,349 Restricted Stock Units, half of which vest in four equal quarterly installments beginning on March 31, 2022, and the remainder vest in three equal annual installments beginning on January 3, 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 901 |
Reported balance
After 2022-12-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-12-31 · Exercise / conversion · Disposed 449 · Balance 901 F2: Each Restricted Stock Unit represents a contingent right to receive one share of the Company's Class A Common Stock. F4: In connection with the Reporting Person's resignation, an aggregate of 1,245 restricted stock units granted to the Reporting Person and scheduled to vest on January 2, 2023 fully vested on December 31, 2022. F5: On January 2, 2021, the Reporting Person was granted 2,701 Restricted Stock Units, half of which vest in four equal quarterly installments beginning on March 31, 2021, and the remainder vest in three equal annual installments beginning on January 2, 2023. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 311 |
Reported balance
After 2022-12-31 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-12-31 · Exercise / conversion · Disposed 312 · Balance 311 F2: Each Restricted Stock Unit represents a contingent right to receive one share of the Company's Class A Common Stock. F4: In connection with the Reporting Person's resignation, an aggregate of 1,245 restricted stock units granted to the Reporting Person and scheduled to vest on January 2, 2023 fully vested on December 31, 2022. F6: On January 2, 2020, the Reporting Person was granted 1,246 Restricted Stock Units, which vest in four equal annual installments beginning on January 2, 2021. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-12-31 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-12-31 · Exercise / conversion · Disposed 484 · Balance 0 F2: Each Restricted Stock Unit represents a contingent right to receive one share of the Company's Class A Common Stock. F4: In connection with the Reporting Person's resignation, an aggregate of 1,245 restricted stock units granted to the Reporting Person and scheduled to vest on January 2, 2023 fully vested on December 31, 2022. F7: On January 2, 2019, the Reporting Person was granted 1,936 Restricted Stock Units, which vest in three equal annual installments beginning on January 2, 2020. F6: On January 2, 2020, the Reporting Person was granted 1,246 Restricted Stock Units, which vest in four equal annual installments beginning on January 2, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan.
F2: Each Restricted Stock Unit represents a contingent right to receive one share of the Company's Class A Common Stock.
F3: On January 3, 2022, the Reporting Person was granted 7,349 Restricted Stock Units, half of which vest in four equal quarterly installments beginning on March 31, 2022, and the remainder vest in three equal annual installments beginning on January 3, 2024.
F4: In connection with the Reporting Person's resignation, an aggregate of 1,245 restricted stock units granted to the Reporting Person and scheduled to vest on January 2, 2023 fully vested on December 31, 2022.
F5: On January 2, 2021, the Reporting Person was granted 2,701 Restricted Stock Units, half of which vest in four equal quarterly installments beginning on March 31, 2021, and the remainder vest in three equal annual installments beginning on January 2, 2023.
F6: On January 2, 2020, the Reporting Person was granted 1,246 Restricted Stock Units, which vest in four equal annual installments beginning on January 2, 2021.
F7: On January 2, 2019, the Reporting Person was granted 1,936 Restricted Stock Units, which vest in three equal annual installments beginning on January 2, 2020.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 17, 2021 Filed Mar 19, 2021 20:08 UTC | Bandwidth Inc. BAND · Entity 350 | Exercise / conversionClass A Common Stock | 547 | $9.57 | $5,234.79 |
DisclosureSEC source: 0001514416-21-000112 · wf-form4_161618446873019.xml · nonDerivative · entry 1 Carreker Marina C. · CIK 0001831228 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,501 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 13, 2021 Filed Mar 16, 2021 20:15 UTC | Bandwidth Inc. BAND · Entity 350 | Exercise / conversionRestricted Stock Units · Derivative | 612 | $0.00 | $0.00 |
DisclosureSEC source: 0001514416-21-000108 · wf-form4_161592574011237.xml · derivative · entry 3 Carreker Marina C. · CIK 0001831228 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 612 Underlying: Class A Common Stock · 612 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Company's Class A Common Stock. F3 · derivative.exercise_date: The Restricted Stock Units vest in two equal annual installments beginning on March 13, 2021. F3 · derivative.expiration_date: The Restricted Stock Units vest in two equal annual installments beginning on March 13, 2021. Read SEC document |
| March 13, 2021 Filed Mar 16, 2021 20:15 UTC | Bandwidth Inc. BAND · Entity 350 | Tax withholdingClass A Common Stock | 182 | $127.72 | $23,245.04 |
DisclosureSEC source: 0001514416-21-000108 · wf-form4_161592574011237.xml · nonDerivative · entry 2 Carreker Marina C. · CIK 0001831228 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 954 F1 · balance_after: This filing relates to the occurrence of a RSU vesting event and associated withholding of shares by the Company to cover the Reporting Person's tax obligations. The shares of Class A Common Stock reported herein remain subject to a lock-up agreement with the initial purchasers of $250 million principal amount of 0.50% convertible senior notes due 2028. Read SEC document |
| March 13, 2021 Filed Mar 16, 2021 20:15 UTC | Bandwidth Inc. BAND · Entity 350 | Exercise / conversionClass A Common Stock | 612 | $0.00 | $0.00 |
DisclosureSEC source: 0001514416-21-000108 · wf-form4_161592574011237.xml · nonDerivative · entry 1 Carreker Marina C. · CIK 0001831228 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,136 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 02, 2021 Filed Feb 4, 2021 22:10 UTC | Bandwidth Inc. BAND · Entity 350 | Exercise / conversionRestricted Stock Units · Derivative | 12 | $0.00 | $0.00 |
DisclosureSEC source: 0001514416-21-000052 · wf-form4_161247663908355.xml · derivative · entry 3 Carreker Marina C. · CIK 0001831228 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83 Underlying: Class A Common Stock · 12 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Company's Class A Common Stock. F2 · derivative.exercise_date: One half of the Restricted Stock Units vest in four, equal quarterly installments beginning on February 2, 2021 and the remaining shares vest in three, equal annual installments beginning on November 2, 2022. F2 · derivative.expiration_date: One half of the Restricted Stock Units vest in four, equal quarterly installments beginning on February 2, 2021 and the remaining shares vest in three, equal annual installments beginning on November 2, 2022. Read SEC document |
| February 02, 2021 Filed Feb 4, 2021 22:10 UTC | Bandwidth Inc. BAND · Entity 350 | Tax withholdingClass A Common Stock | 4 | $183.79 | $735.16 |
DisclosureSEC source: 0001514416-21-000052 · wf-form4_161247663908355.xml · nonDerivative · entry 2 Carreker Marina C. · CIK 0001831228 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 524 Read SEC document |
| February 02, 2021 Filed Feb 4, 2021 22:10 UTC | Bandwidth Inc. BAND · Entity 350 | Exercise / conversionClass A Common Stock | 12 | $0.00 | $0.00 |
DisclosureSEC source: 0001514416-21-000052 · wf-form4_161247663908355.xml · nonDerivative · entry 1 Carreker Marina C. · CIK 0001831228 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 528 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 00:24 UTC | Bandwidth Inc. BAND · Entity 350 | Tax withholdingClass A Common Stock | 280 | $153.67 | $43,027.60 |
DisclosureSEC source: 0001514416-21-000010 · wf-form4_160989268343929.xml · nonDerivative · entry 2 Carreker Marina C. · CIK 0001831228 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 516 Read SEC document |
| January 02, 2021 Filed Jan 6, 2021 00:24 UTC | Bandwidth Inc. BAND · Entity 350 | GrantRestricted Stock Units · Derivative | 2,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001514416-21-000010 · wf-form4_160989268343929.xml · derivative · entry 5 Carreker Marina C. · CIK 0001831228 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,701 Underlying: Class A Common Stock · 2,701 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Company's Class A Common Stock. F4 · derivative.exercise_date: On January 2, 2021, the Reporting Person was granted 2,701 Restricted Stock Units, half of which vest in four equal quarterly installments beginning on March 31, 2021, and the remainder vest in three equal annual installments beginning on January 2, 2023. F4 · derivative.expiration_date: On January 2, 2021, the Reporting Person was granted 2,701 Restricted Stock Units, half of which vest in four equal quarterly installments beginning on March 31, 2021, and the remainder vest in three equal annual installments beginning on January 2, 2023. Read SEC document |
| January 02, 2021 Filed Jan 6, 2021 00:24 UTC | Bandwidth Inc. BAND · Entity 350 | Exercise / conversionRestricted Stock Units · Derivative | 312 | $0.00 | $0.00 |
DisclosureSEC source: 0001514416-21-000010 · wf-form4_160989268343929.xml · derivative · entry 4 Carreker Marina C. · CIK 0001831228 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 934 Underlying: Class A Common Stock · 312 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Company's Class A Common Stock. F3 · derivative.exercise_date: On January 2, 2020, the Reporting Person was granted 1,246 Restricted Stock Units, which vest in four equal annual installments beginning on January 2, 2021. F3 · derivative.expiration_date: On January 2, 2020, the Reporting Person was granted 1,246 Restricted Stock Units, which vest in four equal annual installments beginning on January 2, 2021. Read SEC document |
| January 02, 2021 Filed Jan 6, 2021 00:24 UTC | Bandwidth Inc. BAND · Entity 350 | Exercise / conversionRestricted Stock Units · Derivative | 484 | $0.00 | $0.00 |
DisclosureSEC source: 0001514416-21-000010 · wf-form4_160989268343929.xml · derivative · entry 3 Carreker Marina C. · CIK 0001831228 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 968 Underlying: Class A Common Stock · 484 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Company's Class A Common Stock. F2 · derivative.exercise_date: On January 2, 2019, the Reporting Person was granted 1,452 Restricted Stock Units, which vest in three equal annual installments beginning on January 2, 2021. F2 · derivative.expiration_date: On January 2, 2019, the Reporting Person was granted 1,452 Restricted Stock Units, which vest in three equal annual installments beginning on January 2, 2021. Read SEC document |
| January 02, 2021 Filed Jan 6, 2021 00:24 UTC | Bandwidth Inc. BAND · Entity 350 | Exercise / conversionClass A Common Stock | 796 | $0.00 | $0.00 |
DisclosureSEC source: 0001514416-21-000010 · wf-form4_160989268343929.xml · nonDerivative · entry 1 Carreker Marina C. · CIK 0001831228 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 796 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 02, 2020 Filed Nov 4, 2020 21:21 UTC | Bandwidth Inc. BAND · Entity 350 | GrantRestricted Stock Units · Derivative | 95 | $0.00 | $0.00 |
DisclosureSEC source: 0001514416-20-000275 · wf-form4_160452486782695.xml · derivative · entry 1 Carreker Marina C. · CIK 0001831228 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95 Underlying: Class A Common Stock · 95 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Company's Class A Common Stock. F2 · derivative.exercise_date: One half of the Restricted Stock Units vest in four, equal quarterly installments beginning on February 2, 2021 and the remaining shares vest in three, equal annual installments beginning on November 2, 2022. F2 · derivative.expiration_date: One half of the Restricted Stock Units vest in four, equal quarterly installments beginning on February 2, 2021 and the remaining shares vest in three, equal annual installments beginning on November 2, 2022. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.